Zimmermann Investment Management & Planning’s Eli Lilly LLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,684	Closed	-$1.49M	–	78
2024 Q3	$1.49M	Buy	1,684 +119	+8%	+$105K	0.46%	51
2024 Q2	$1.42M	Buy	1,565 +825	+111%	+$747K	0.47%	48
2024 Q1	$576K	Buy	740 +265	+56%	+$206K	0.21%	77
2023 Q4	$277K	Buy	+475	New	+$277K	0.11%	100